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Saturday Night Quarterback says, For the week ahead expect…

Saturday Night Quarterback says, For the week ahead expect…

July 18, 2020 | Daily JAM, Saturday Night Quarterback, Short Term, You Might Have Missed | 6 comments

...exciting times. And while that's fun (to some people, I hear) on a roller coaster, it's not going to be fun this week as investors try to figure out how to play three big news trends. First (because it's simpler and not because it's necessarily most important)...
Exclude the big guys and first quarter earnings weren’t even positive

Exclude the big guys and first quarter earnings weren’t even positive

February 17, 2020 | Daily JAM | 0 comments

Yesterday I reported on a rather optimistic view of fourth quarter 2019 earnings that have been reported recently. Here's a much less optimistic take from John Authers at Bloomberg and Andrew Lapthorne of SocGen. With three-quarters of the companies in the S%P 500...
Saturday Night Quarterback says, For the week ahead expect…

Saturday Night Quarterback says, For the week ahead expect…

February 15, 2020 | Daily JAM, Saturday Night Quarterback | 3 comments

..more earnings reports in what is turning out to be a decent quarter for earnings. Going into the season for reporting fourth quarter 2019 earnings, the fear was that results would disappoint for the period with the stocks in the Standard & Poor's 500 showing...
Good earnings news from JPMorgan Chase and bad holiday retail news balance out today

Good earnings news from JPMorgan Chase and bad holiday retail news balance out today

January 14, 2020 | Daily JAM, Morning Briefing | 0 comments

This morning JPMorgan Chase (JPM)  reported that fourth quarter earnings jumped 21% with annual earnings for 2019 rising to a record $36.4 billion. Chalk this one up to a rebound in trading revenue, especially fixed income trading where revenue came in $1 billion...
Trick or Trend: In this FOMO market, earnings growth doesn’t count for much–which is good since there isn’t much growth in the cards for the fourth quarter

Trick or Trend: In this FOMO market, earnings growth doesn’t count for much–which is good since there isn’t much growth in the cards for the fourth quarter

November 9, 2019 | Daily JAM, Friday Trick or Trend | 3 comments

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Saturday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. Here's the...
Ho, hum–another day, another all time high driven by FOMO

Ho, hum–another day, another all time high driven by FOMO

November 4, 2019 | Daily JAM, Morning Briefing, Short Term | 6 comments

Today, Monday November 4, the Dow Jones Industrial Average hit its first new all-time high since July. The Standard & Poor's 500 and the NASDAQ Composite also saw new highs. Stocks gave up some of their gains into the close but the Dow still finished up 0.39% for...
An Amazon quarter disappoints but not for the usual reasons

An Amazon quarter disappoints but not for the usual reasons

October 24, 2019 | AMZN, Daily JAM, Stock Alerts | 2 comments

You know what an "Amazon quarter" feels like right? Lots of revenue growth but no earnings as capital spending eats profits? Well, that's sort of what the company delivered today. But not quite. And the not quite is important. Usually an Amazon quarter is...
A tale of two tech markets as Texas Instruments and Apple move in opposite directions.

A tale of two tech markets as Texas Instruments and Apple move in opposite directions.

October 23, 2019 | Daily JAM, Morning Briefing | 0 comments

Shares of Texas Instruments (TXN) closed down 7.48% today after the company reported that third-quarter earning felt $1.49 a share from $1.58 a share in the third quarter of 2018. Revenue dropped 11% year over year. On the other hand, shares of Apple continued to move...
Enthusiasm for this quarter’s earnings; worry about guidance for 2020

Enthusiasm for this quarter’s earnings; worry about guidance for 2020

October 22, 2019 | Daily JAM, Mid Term, Morning Briefing | 4 comments

Today the Standard & Poor's 500 matched a 12-week high and made yet another assault on a new all-time record. Better than expected earnings have been the market driver. Some 81% of the S&P 500 companies that have reported for the quarter so far have beat...
Saturday Night Quarterback says, For the week ahead expect…

Saturday Night Quarterback says, For the week ahead expect…

October 19, 2019 | AMZN, Daily JAM, MSFT, Saturday Night Quarterback | 2 comments

...a "showdown" between Microsoft (MSFT) and Amazon (AMZN) in the cloud space as the two companies report earnings only a day apart (on Wednesday October 23 for Microsoft and Thursday October 24 for Amazon.) Microsoft's cloud effort--Azure--is growing faster than...
Odd day: stocks rise on bank earnings oil falls on global growth fears

Odd day: stocks rise on bank earnings oil falls on global growth fears

October 15, 2019 | Daily JAM, Morning Briefing | 0 comments

Good earnings news from big U.S. banks drove U.S. stocks higher today. As of 3 p.m. New York time, the Standard & Poor's 500 was up 1.10% and the Dow Jones Industrial Average was ahead 1.03%. The NASDAQ Composite had climbed .28% and the Russell 2000 small cap...
Enthusiasm for this quarter’s earnings; worry about guidance for 2020

Saturday Night Quarterback says (on a Sunday), for the week ahead expect…

July 21, 2019 | Daily JAM, Saturday Night Quarterback | 1 comment

... tech earnings and more tech earnings. With no distraction from Fed speak--since the Federal Reserve went into its usual quiet period Saturday ahead of its July 31 meeting. The first few days of the week are quiet. And then earnings go into high gear. All of that...
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  • Saturday Night Quarterback says (on a Sunday), For the week ahead expect…

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